Invested Better
Advisors in Bozeman, Montana
234 Results
Unclaimed

Northfork Financial LLC | CFP ® (Certifications)

location

BOZEMAN, MT

0 Disclosures

ADVISOR BIO

Sarah Fitzgerald is a Registered Investment Advisor Representative with Northfork Financial LLC, a firm that provides financial planning, portfolio management, and selection of other advisors. Sarah has been working in operations at Northfork since June 2021. In January 2022, Sarah became a Partner and Advisor. Sarah holds the Series 65 designation. Sarah has extensive experience in the financial services industry, including a previous role at MOF in Bozeman, Montana. Sarah is also a Certified Financial Planner. Sarah is committed to providing clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Black CAT Wealth | CFP ® (Certifications)

location

BOZEMAN, MT

0 Disclosures

ADVISOR BIO

Sarah J. Hussey, CFP, is a financial advisor registered with the state of Montana. Sarah has been in the industry for over 20 years and specializes in providing financial planning, portfolio management, and educational seminars. Sarah has worked with LPL Financial LLC and World Equity Group, Inc. before joining Black Cat Wealth, where Sarah is currently employed. Sarah J. Hussey is a Certified Financial Planner and holds the Series 7, Series 31, and Series 66 securities licenses.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

D.a. Davidson & Co.

location

BOZEMAN, MT

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Sarah Ann Dittner is a financial advisor with over 18 years of experience in the industry. Sarah is registered with D.a. Davidson & Co., a firm with over 630 licensed agents across the country. Sarah specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Sarah is also a licensed Registered Representative and Investment Advisor Representative and has held series 7, 9, 10, 66, and 99TO licenses. Sarah is a member of the Financial Industry Regulatory Authority (FINRA) and has been registered in 37 states.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

BOZEMAN, MT

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Scott Gregory Dohm is a registered representative and investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Scott has been in the financial services industry since May 2018. Scott holds Series 6, 7, 63 and 65 licenses. Scott works out of the Wells Fargo Advisors Financial Network, LLC branch office located in Bozeman, MT. Scott specializes in portfolio management for individuals and businesses, and also offers financial planning and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

BOZEMAN, MT

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Lawrence Brown is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Scott has over 28 years of experience in the financial services industry. Scott is registered to provide investment advice in 49 states and the District of Columbia. Scott is also a Series 7, Series 10, Series 24, Series 31, and Series 63 and 65 licensed professional.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

D.a. Davidson & Co.

location

BOZEMAN, MT

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Scott Christopher Haigh is an investment advisor representative at D.A. Davidson & Co. with over 20 years of experience in the financial industry. He is a registered investment advisor in Montana. Scott has a Series 63, Series 65, Series 7, and SIE license. He specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Scott's current office location is at 1101 E MAIN ST, SUITE 301, BOZEMAN, MT 59715.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed
location

BOZEMAN, MT

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Sean Hawksford is a financial advisor registered with Edward Jones. Sean has been in the financial industry for over 6 years and is licensed in multiple states, including Montana and Texas. Sean works with clients from a variety of backgrounds, including high net worth individuals, individuals, corporations, and pension plans. Sean is committed to providing personalized financial advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Advisors Financial Network, LLC

location

BOZEMAN, MT

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Sean Logue is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Sean has been in the financial services industry since March 2010. Sean has passed the Series 63, Series 7, and Series 65 exams. Sean is registered with the state of Pennsylvania and 32 other states. Sean has been registered with Lincoln Investment since March 2010. Sean has worked with clients including high-net-worth individuals, charitable organizations, corporations, and pension plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BOZEMAN, MT

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Shawn Michael Hertz is a registered representative with Stifel, Nicolaus & Company, Inc., holding licenses in several states, including Montana and Texas. Shawn has been active in the financial industry since 1988, with experience at firms like Citigroup Global Markets Inc. and Lehman Brothers Inc. Shawn offers financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Charles Schwab & CO., Inc.

location

Bozeman, MT

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Shelby Elizabeth Cribbs is an investment advisor representative with Charles Schwab & CO., Inc. in Bozeman, Montana. Shelby has been in the securities industry since 2016. Shelby is licensed to sell securities in 44 states and has Series 66, 7, 9, 10, and SIE licenses. Shelby was previously employed by Stifel, Nicolaus & Company, Incorporated.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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